Jobs at Liberty Group South Africa

Purpose

• To oversee the assessing of all documentation received for the claim and provide the Principal Officer and Board of Death Claims Trustees with a recommendation for the distribution of death benefits in line with Section 37C of the Act within the prescribed Legislative time lines.

Key Responsibilities:

• Influencing strategy and trends
• Innovation: processes and system enhancements
• Development and revision of the death claims protocol for onwards approval by the death claims sub-committee
• Strategies and lead projects and ad-hoc assignments.
• Provide advisory services on the improvement of controls, risk management, and compliance.
• Reporting: weekly, monthly, and quarterly reports or as required by the ops and CSUF death claims sub-committee
• Manage human and financial resources in line with organizational policies, processes, and procedures.
• Decision making in general
• Regulatory compliance
• Prepare Board resolutions on allocations and distributions.
• Liaise with employers, intermediaries, beneficiaries and legal representatives on death claim documentation and related matters. Resolving queries and complaints.
• Provide technical and on job training when required to team members and stakeholders capacity.
• Be involved with the facilitation of Death Claims Code of Good Practice and Protocol.

Minimum Requirements

• Section 37C of Pension Fund Act
• Knowledge of Retirement funds death and funeral claims
• Death claims Benefit Allocations

Relevant Degree

• Higher course certification in retirements funds
• 5 years' or over experience in pension funds claims and leadership/ managerial level
• Experience in engagements in various sub-committee meetings
• Proven record of performance appraisal

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Purpose

• To calculate commission through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

• Contribute to the provision of a comprehensive admin. service through the correct interpretation and application of procedures to optimise delivery.
• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Calculate and or obtain commissions calculations through liaison with other departments both verbally and in writing.
• Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
• Proactively identify problems, apply known solutions and escalate more difficult problems.
• Plan for task execution and adjust priorities against an established plan.

Customer

• Resolve client queries and escalate problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
• Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage.

Learning and Growth

• Contribute positively to own area-specific knowledge improvement.

Governance

• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.